User story

User story

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Storyboard Text

  • I want to see the summary of all Quote status for my customer portfolio
  • The Underwriting application displays the Quote status dashboard to John once he logs in to the application
  • When I am travelling or outside office, I should able to view the Quote status from Mobile / ipad 
  • John Can access the Quote status details from mobile and Ipad  as the the Underwriting application has mobility feature 
  • I also want to see the  details of each Quote such as (Active / inactive Quote, assigned to which User  etc.)  
  • John can switch the dashboard view to tabular view for the Quote quote details in aplication
  • I should able to filter required Quotes  based on status , Quote process duration etc. from all Quote list
  • The Underwriting application will have filter option which will allow John to filter the required Quotes based on selected filter criteria from tabular view
  • I should able to generate a report based on my selected fitter criteria for further analysis
  • The Underwriting Application will have feature to download a report based on selected filter criteria. John can download the report for his analysis
  • I should able to send clarification to the Data Analyst ,Project Manager for  specific Quote 
  • The Underwriting Application will have option to send email clarification for selected Quote to different Users. Johan can sed email to other Users for his clarification
  • These Quotes are not being processed from last 1 week. Please look into this
  • By when I can get the Quote report?
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